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Alphabet's AI Bet Keeps Growing, but Wells Fargo Sees Less Upside for the Stock

Bank of America and Wells Fargo both crushed Q1 2026 and are showering shareholders with buybacks and dividends, but for a retiree choosing between them right now, one has a hidden catalyst the other simply cannot match.

A Supreme Court decision to unwind certain Trump-era tariffs is expected to lead to tariff refunds for affected US companies. Wells Fargo (NYSE:WFC) is among the firms that may benefit, with potential non operating gains from these refunds in upcoming periods. This tariff-related boost has not been reflected in prior coverage and could influence future reported earnings and investor focus. Wells Fargo enters this new tariff refund backdrop with its stock at $85.94 and a value score of 4...

The concerns for Wells Fargo starts with its failure to reach elite returns on equity—analysts see 15.3% this year versus a range of 17% to over 22% for Morgan Stanley JPMorgan Chase & Co. and Goldman Sachs Group Wells has seen falling net interest margins (the percent of the interest it earned on longer-term assets after subtracting the cost of interest-bearing accounts). Given that net interest margins are expected to drop 24 basis points year over year, net interest income growth would result from higher volumes.

Wells Fargo & Company (NYSE:WFC) is one of the 10 Most Undervalued American Stocks to Invest In. On June 29, 2026, Morgan Stanley raised its price target on Wells Fargo & Company (NYSE:WFC) to $102 from $97 and kept an Equal Weight rating. Morgan Stanley said that even after the bank group’s 17% quarter-to-date rally, […]

US banks are expected to report double-digit growth in second-quarter core earnings, buoyed by facto

Goldman Sachs, Wells Fargo, and Citigroup all passed the Fed's 2026 stress tests and plan dividend increases of up to 12%, with yields ranging from roughly 1.9% to 2.4%.

Zacks.com users have recently been watching Wells Fargo (WFC) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Carnival Corporation Ltd (NYSE:CCL) is one of the Iran Peace Deal Sends Oil Lower: Top 8 Travel Stocks to Buy Now. A number of sell-side firms, including Wells Fargo, Argus Research, Susquehanna, and Citi, recently raised their price targets on Carnival Corporation Ltd (NYSE:CCL), signaling a more positive outlook for the stock. Based on a […]

Wells Fargo Sees AI Supercharging S&P 500 Earnings Despite Investor Concerns

Wells Fargo's Bold AMD Call Sends Chip Stock Surging

WFC plans an 11% dividend hike and continues share repurchases after passing the 2026 Fed stress test. What's driving its capital return plan? Let's discuss.

Advanced Micro Devices stock has more upside with CPU demand continuing to be strong through the end of the decade, according to analysts.

(Bloomberg) -- The sweeping tariffs underpinning President Donald Trump’s economic policy may have gone from a headwind to a tailwind for the stock market, with the Supreme Court’s decision to unwind them setting the stage for a potential earnings boon for some companies.Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boos

(Bloomberg) -- The yen’s slide to its weakest against the dollar in four decades has left traders looking for Japan’s next line in the sand for the currency.Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapPrabowo Risks Prompt Global Banks to Pull Cash Out of IndonesiaAfter dollar-

US large-cap banks are expected to report strong second-quarter earnings and issue upbeat guidance,

The cash and stock transaction creates a vertically integrated space company with Iridium's global LEO network and L-band spectrum

Both mega-banks carry Buy ratings and promise meaningful upside, but the conviction levels, income profiles, and balance sheet risks underneath that surface similarity tell a far more divided story about which stock actually belongs in a retirement portfolio.

(Bloomberg) -- Wall Street banks are capitulating on bets for a stronger euro, as markets see the US outpacing Europe on interest-rate hikes for the rest of this year.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseUS Launches Fresh Strikes on Iran Targets After Drone HitsAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeTh

Ares Capital is back in focus after its fair value estimate in one model moved from about US$22.64 to roughly US$20.77, putting a tighter ceiling on where some analysts see the stock. Street commentary has tilted more cautious, with several firms trimming price targets and resetting ratings as they weigh risks around earnings, dividend coverage, and credit quality. In the sections that follow, you will see how this evolving narrative around Ares Capital might shape the way you track the stock...

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best trending AI stocks to watch in 2026. Fox Advisors downgraded Seagate Technology Holdings Plc (NASDAQ:STX) to Equal-Weight from Outperform on June 22. The firm cited concerns that expectations for hard disk drive pricing “may be getting ahead” of likely increases. Seagate Technology Holdings Plc (NASDAQ:STX) […]

In the closing of the recent trading day, Wells Fargo (WFC) stood at $83.86, denoting a -1.04% move from the preceding trading day.

In the pre- SpaceX days, it didn’t really matter which major index benchmark an investor chose, whether it was constructed by Standard & Poor’s, the Center for Research in Security Prices (CRSP), or FTSE Russell. Results of exchange-traded funds based on indexes could rise or fall based on whether they include SpaceX. Retirement investors need to account for this new risk, writes guest columnist Daniel P. Wiener, founder and former chairman of RWA Wealth Partners.

Customer Checks Point To More Autonomous AI Performance

Over two decades at JPMorgan, Troy Rohrbaugh earned a reputation as a shrewd risk manager. Now he’ll go from investing banking to running the bank’s sprawling consumer operation.

C's 2026 Fed stress test success boosts capital flexibility, supporting higher dividend payments, a $30B buyback and long-term shareholder returns.

Earlier this week, Wells Fargo & Company cleared the Federal Reserve’s 2026 stress test with its stress capital buffer unchanged at 2.5% and stated it expects to lift its third-quarter 2026 common dividend by 11% to US$0.50 per share, pending board approval in July. This combination of a clean bill of health from regulators and a planned cash return increase underscores Wells Fargo’s current capital strength and confidence in its balance sheet resilience. We’ll now examine how Wells Fargo’s...

Banks have been going on a dividend spree after sailing through the Federal Reserve’s latest stress test. Major banks rushed to announce increased dividends and buyback programs after acing the Fed’s latest test of their financial health. JPMorgan Chase Morgan Stanley Citigroup and Goldman Sachs all announced divided increases, while JPMorgan Chase and Morgan Stanley also detailed new buyback initiatives.

USB passes the Fed's 2026 stress test, maintains strong capital levels and plans to raise its quarterly dividend.

Citigroup's global reach contrasts with Wells Fargo's U.S. focus, as both navigate shifting regulatory and market headwinds heading into 2026.